BEQGX vs. VFIAX
Compare and contrast key facts about American Century Equity Growth Fund (BEQGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
BEQGX is managed by American Century Investments. It was launched on May 9, 1991. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEQGX or VFIAX.
Correlation
The correlation between BEQGX and VFIAX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BEQGX vs. VFIAX - Performance Comparison
Key characteristics
BEQGX:
0.47
VFIAX:
0.69
BEQGX:
0.71
VFIAX:
0.99
BEQGX:
1.09
VFIAX:
1.13
BEQGX:
0.25
VFIAX:
0.93
BEQGX:
2.27
VFIAX:
3.69
BEQGX:
2.91%
VFIAX:
2.52%
BEQGX:
14.08%
VFIAX:
13.52%
BEQGX:
-57.61%
VFIAX:
-55.20%
BEQGX:
-19.59%
VFIAX:
-10.05%
Returns By Period
In the year-to-date period, BEQGX achieves a -7.12% return, which is significantly lower than VFIAX's -5.88% return. Over the past 10 years, BEQGX has underperformed VFIAX with an annualized return of 1.28%, while VFIAX has yielded a comparatively higher 12.23% annualized return.
BEQGX
-7.12%
-9.51%
-0.91%
5.33%
4.40%
1.28%
VFIAX
-5.88%
-8.88%
-0.69%
8.30%
17.09%
12.23%
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BEQGX vs. VFIAX - Expense Ratio Comparison
BEQGX has a 0.65% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
BEQGX vs. VFIAX — Risk-Adjusted Performance Rank
BEQGX
VFIAX
BEQGX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BEQGX vs. VFIAX - Dividend Comparison
BEQGX's dividend yield for the trailing twelve months is around 0.62%, less than VFIAX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEQGX American Century Equity Growth Fund | 0.62% | 0.58% | 1.20% | 1.63% | 0.62% | 1.06% | 1.16% | 1.17% | 1.39% | 1.35% | 1.51% | 1.35% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BEQGX vs. VFIAX - Drawdown Comparison
The maximum BEQGX drawdown since its inception was -57.61%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BEQGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
BEQGX vs. VFIAX - Volatility Comparison
The current volatility for American Century Equity Growth Fund (BEQGX) is 5.37%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 5.76%. This indicates that BEQGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.